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SPDR DJ Wilshire REIT shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 2.2k 95.32
2020-12-31 $5.0M 58k 86.70
2020-09-30 $4.4M 56k 77.97
2020-06-30 $4.4M 82k 53.62
2020-03-31 $3.9M 54k 72.21
2019-12-31 $5.3M 52k 102.02

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding SPDR DJ Wilshire REIT

Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Branch Banking & Trust Company
Goldman Sachs Group
Patton Fund Management
Creative Planning
Royal Bank of Canada
Private Advisor
UBS Group
Capital Advisors
Stratos Wealth Partners
Citizens Financial Group
Cullen Frost Bankers
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire REIT